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Montag & Associates’s Stellantis STLA Stock Holding History

Montag & Associates’s Portfolio STLA Stock Details STLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,604
Closed -$39.2K – 981
2025
Q4 		$39.2K Hold
3,604
– – ﹤0.01% 629
2025
Q3 		$33.7K Buy
+3,604
New +$34.5K ﹤0.01% 642
2024
Q3 		– Sell
-2,008
Closed -$39.9K – 1047
2024
Q2 		$39.9K Buy
2,008
+122
+6% +$2.83K ﹤0.01% 629
2024
Q1 		$53.4K Hold
1,886
– – ﹤0.01% 583
2023
Q4 		$44K Hold
1,886
– – ﹤0.01% 601
2023
Q3 		$36.1K Hold
1,886
– – ﹤0.01% 599
2023
Q2 		$33.1K Buy
1,886
+134
+8% +$2.25K ﹤0.01% 621
2023
Q1 		$31.9K Hold
1,752
– – ﹤0.01% 617
2022
Q4 		$24.9K Hold
1,752
– – ﹤0.01% 634
2022
Q3 		$21K Hold
1,752
– – ﹤0.01% 657
2022
Q2 		$22K Buy
1,752
+118
+7% +$1.67K ﹤0.01% 632
2022
Q1 		$27K Hold
1,634
– – ﹤0.01% 646
2021
Q4 		$31K Hold
1,634
– – ﹤0.01% 636
2021
Q3 		$31K Hold
1,634
– – ﹤0.01% 630
2021
Q2 		$32K Buy
1,634
+36
+2% +$677 ﹤0.01% 607
2021
Q1 		$28K Buy
1,598
+11
+0.7% +$185 ﹤0.01% 632
2020
Q4 		$29K Buy
+1,587
New +$23.4K ﹤0.01% 599

Other funds holding STLA

B
Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Montag & Associates's STLA Position: Q1 2026 in Review

Montag & Associates sold out of Stellantis (STLA) in Q1 2026, closing a stake of 3,604 shares — an estimated $39.2K sold.

Montag & Associates first reported a position in STLA in Q4 2020 and held it in 17 quarters. The position peaked at $53.4K in Q1 2024. 400 funds tracked by Wall St. Rank hold STLA as of Q1 2026.

  • Montag & Associates reported no remaining Stellantis position as of Q1 2026 after selling out during the quarter.
  • Montag & Associates sold 3,604 Stellantis shares in Q1 2026, an estimated $39.2K.
  • Montag & Associates first reported a position in Stellantis in Q4 2020 and held it in 17 quarters.
  • Montag & Associates's Stellantis position peaked at $53.4K in Q1 2024.
  • 400 funds tracked by Wall St. Rank held Stellantis as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.